Applied Materials Inc

AMAT: XNAS (USA)

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Applied Materials Earnings: Momentum Continues as AI Equipment Demand Keeps Accelerating

William Kerwin , Dhruv Kothari

Aug 14, 2026

Applied Materials' solid fiscal third-quarter results were driven by surging AI infrastructure demand. Revenue grew 25% year on year to $9.1 billion, beating FactSet consensus estimates. Fourth-quarter guidance is for $10.25 billion in sales and $4.02 in EPS at the midpoint, ahead of our estimates.

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Applied Materials Inc

Applied Materials Earnings: Momentum Continues as AI Equipment Demand Keeps Accelerating

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